Stop losing the first two days of every month to reports
White-labelled client reports built in seconds and sent on a schedule, so your team spends the start of the month on the work rather than the write-up.
Free for 7 days · 60 credits · No card required
The problem
Every agency has someone whose first two days of the month disappear into exports, screenshots and formatting. It is the least strategic work in the building and it happens on a fixed schedule, forever.
Three steps, ending in the work being done
- Step 1
Build the template once
Drag-and-drop grouping, your branding, your chart colours, the sections each client cares about. Save it and reuse it across the portfolio.
- Step 2
It fills itself in
Period-over-period comparison, date-wise breakdowns and per-client account selection, pulled live from the connected accounts.
- Step 3
It sends itself
Schedule the send and the report goes out without anyone opening a spreadsheet.
The parts of third i involved
Reports that send themselves
White-labelled client reports in seconds. Schedule them and get the first two days of every month back.
Daily briefing
A morning triage across the whole portfolio, so your team opens the three accounts that need them.
Campaign performance
The same drill-down on every client account, each kept in its own workspace.
Questions
- Can reports carry our branding rather than yours?
- Yes. Reports are white-labelled, including brand-customisable graph colours.
- Do scheduled sends use credits?
- Generating a fresh report result and sending it uses credits. Viewing, filtering and reopening a report you have already generated does not.
Keep going
Know what changed before your first meeting
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Free for 7 days · 60 credits · No card required. Your first analysis runs as soon as your data syncs.